Getting started with Equip, invoicing basics, and the small things that do not fit elsewhere.
Signing in, passwords, Google and Microsoft single sign-on, and login troubleshooting.
Events, registration, check-ins, reminders, calendar syncing and subscriptions.
Adding, importing, updating, discharging and deleting participants and their profiles.
Inviting team members, roles and statuses, web and mobile access, and assigning supporters.
Building routines, scheduling them, and how participants complete them in the app.
Account-wide settings: branding, notifications, event and time settings, categories and custom fields.
Turning on the Mood Navigator, customizing moods and coping options, and mood alerts.
Creating assessments, sending them, scoring, signatures and assessment links.
Creating groups, adding and removing members, and group chat.
Uploading, sharing, finding and downloading documents.
Every report Equip offers, which one answers which question, and the filters that shape them.
Creating, scheduling and tracking announcements.
Creating forms, sending and filling them, approvals, expirations, reminders and PDF forms.
Roles, module permission levels, report access and mobile app permissions.
Goals, waypoints, progress updates and their statuses.
Employers, employment records, supervisors and employment metrics.
Pathways, participant progress, authorizations, invoices and pathway centralization.
The import spreadsheets Equip uses to bring in participants, team members and pathways during onboarding.
Downloading the Equip mobile app, signing in, and what participants and team members can do in it.
Logging time against participants, activities and rates, narratives, and the Progress Notes report.